Filed February 19, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,809 | $146,267+14.7% | $197,124-14.9% | $82,448+103.5% |
| Participation rate | 82.5% | 84.0%-1.5pp | 86.7%-4.2pp | 68.1%+14.5pp |
| Annual return | 12.40% | 29.61%-17.2pp | 44.34%-31.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,332 | $4,723-50.6% | $6,227-62.5% | $2,551-8.6% |
| Participant deferral / active EE | $4,934 | $7,035-29.9% | $9,135-46.0% | $4,139+19.2% |
| Admin fee / account holder | $8,959 | $14,422-37.9% | $16,298-45.0% | $7,234+23.8% |